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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,902 | $45,152-44.8% | $73,835-66.3% | $59,633-58.2% |
| Participation rate | 59.5% | 64.0%-4.6pp | 73.4%-14.0pp | 68.7%-9.2pp |
| Annual return | 16.49% | 27.40%-10.9pp | 2268.13%-2251.6pp | 2041.40%-2024.9pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,586 | $2,573+156.0% | $3,583+83.8% | $3,192+106.4% |
| Admin fee / account holder | $47 | $3,515-98.7% | $4,880-99.0% | $4,297-98.9% |